When complexity builds faster than your plan.

Promotions, equity grants, and growing responsibilities don’t just raise income, they multiply moving parts. Our role is to turn those layers into a system that works under pressure.

Compensation isn’t a straight line. Salary, bonus, and equity all land on different calendars, with tax rules and blackout periods dictating when you can act. What looks like wealth on paper often feels like a second job — one you end up carrying in your head.

That’s why collisions feel familiar: a vesting event during a blackout, a tax bill without matching liquidity, or a spouse asking where key documents are. None of this is failure. It’s what happens when advice stays in silos and no one is tasked with coordination.

We take that role. Our job is not more advice, it’s orchestration. Compensation, liquidity, tax, and family continuity aligned into one framework. The result: deadlines met, obligations prefunded, concentration reduced, and confidence that the system runs without improvisation.

Book a Strategy SessionDownload Our White Papers

Why Executives Call Us


Executive wealth looks strong on paper but often runs on conflicting calendars. Compensation, tax, liquidity, and family decisions each demand attention, yet no one is responsible for stitching them together.

Calls usually come when vesting collides with blackout periods, when concentration risk builds unnoticed, or when family continuity drifts out of date.

The checklists below reflect the real triggers that prompt executives to reach out.

Corporate Executives

Compensation layers create wealth on paper, but the plan falls behind when no one coordinates the system.

+
Learn How We Work With Corporate Executives →

Executives at Scaling Companies

Growth moves faster than structure, and calls usually come when governance, tax, and liquidity stop lining up.

+
Learn How We Work With Executives at Scaling Companies →

Corporate Executives

Compensation does not arrive in one number. Salary, bonus, and equity each run on their own clock, with tax rules and blackout dates dictating when you can act. What looks like wealth in a package often turns into timing collisions, concentration, and tax surprises.

Confidence comes from sequence. When instalments, tuition, or family needs are prefunded, blackout periods lose their sting. When employer stock exposure is capped, career and portfolio risk stop moving in lockstep.

Continuity protects families and careers. Spouses, wills, designations, and governance documents need to reflect today’s role and assets, not last year’s. Without a coordinated update, exposure is not market driven. It is organizational.


Download our Corporate Executives Guide →

How we work with Corporate Executives:

  • Balance personal savings with business reinvestment
  • Design compensation strategies that align with family needs
  • Put Holdco and risk structures in place before growth accelerates
  • Model capital stack options for future flexibility
  • Prepare early for liquidity events, even without a sale on the horizon

Executives at Scaling Companies

Equity creates opportunity, but structure often lags. Cap tables, grants, and dilution math shift faster than personal planning, leaving executives unsure of what they truly own.

Liquidity planning removes pressure. Small, milestone tied sales or lending facilities provide flexibility, but only if they are mapped early. Waiting until you need cash usually means the board, the bank, or optics close the door.

Governance signals maturity. Clean records, clear approvals, and aligned structures reduce friction with boards, lenders, and buyers well before a transaction.


Download our Growing Executives Guide →

How we work with Executives at Scaling Companies:

  • Clarify grants, dilution math, and vesting schedules
  • Plan small liquidity moves early, without raising optics issues
  • Put Holdco and risk structures in place before growth accelerates
  • Manage wealth so you can focus on your role
  • Monitor QSBC and LCGE eligibility as structures evolve

Backed by BMO Private Wealth

Our team is backed by BMO Private Wealth, one of Canada’s largest platforms for executives and professionals. The strength is not just access to specialists, but having them coordinated on one calendar.

Your decisions span compensation, liquidity, banking, estate, and family. When each runs in its own lane, plans fragment. When sequenced together, you gain clarity, control, and confidence.

Executive Compensation & Tax

Options, RSUs, and DSUs are modeled into a clear tax and liquidity strategy.

Private Banking

Credit, deposits, and liquidity lined up with vesting schedules and CRA installments.

Insurance Planning

Coverage that protects family, offsets tax, and funds obligations, coordinated with your equity plan.

Cross-Border Planning

Structures for U.S. compensation, property, or assignments that reduce double taxation and keep capital mobile.

Trust & Estate Services

Wills, designations, and continuity are updated so family planning reflects today’s role and assets.

Family Office & Governance

Governance, philanthropy, and multi-generation frameworks that connect wealth strategy with family purpose.

Our Insights

Each stage of an executive career brings different planning challenges.

These white papers highlight the real triggers that drive our work with corporate leaders and high-growth professionals

Corporate Executives

How to turn layered compensation, salary, bonus, RSUs, and options, into a coordinated wealth strategy that protects both career and family.

Download Corporate Executives Guide

Executives at Scaling Companies

When equity is building faster than structure, this guide explains how to balance liquidity, governance, and family planning in high-growth environments

Download Scaling Executives Guide

Ready to Talk Strategy?

We'll help you bring the moving parts together.

Book a Strategy Session